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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,377 | $65,041-90.2% | $90,965-93.0% | $79,858-92.0% |
| Participation rate | 41.2% | 61.6%-20.4pp | 69.0%-27.8pp | 69.6%-28.5pp |
| Annual return | 19.43% | 30.45%-11.0pp | 134.57%-115.1pp | 31.72%-12.3pp |
| Employer contribution / active EE | $513 | $1,247-58.8% | $2,122-75.8% | $2,471-79.2% |
| Participant deferral / active EE | $1,366 | $2,512-45.6% | $3,373-59.5% | $3,740-63.5% |
| Admin fee / account holder | $726 | $4,536-84.0% | $5,960-87.8% | $5,306-86.3% |